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Innovator US Equity Ultra Buffer ETF December

56 hedge funds and large institutions have $68.1M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
15
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.5M 405,034 +347,547 +605%
DIM
2
Delta Investment Management
California
$8.01M 280,916 +270,281 +2,541%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.41M 224,952 +29,816 +15%
NA
4
NewEdge Advisors
Louisiana
$5.88M 207,127 +9,344 +5%
BCM
5
Brookstone Capital Management
Illinois
$4.24M 147,757 -13,976 -9%
MAM
6
Milestone Asset Management
Pennsylvania
$3.19M 111,836 -2,746 -2%
KWM
7
KFG Wealth Management
Indiana
$3.12M 108,604 +60,721 +127%
PCA
8
Prosperity Capital Advisors
Ohio
$3.11M 109,087 +53,251 +95%
CRWM
9
Castle Rock Wealth Management
California
$1.63M 56,965 -2,939 -5%
Truist Financial
10
Truist Financial
North Carolina
$1.35M 47,402 +2,875 +6%
SB
11
Strategic Blueprint
Georgia
$1.31M 45,961 +6,412 +16%
AIC
12
Archer Investment Corporation
Indiana
$1.26M 44,183 -1,740 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.23M 42,962 +12,793 +42%
T
14
TCWP
Ohio
$1.2M 42,028 +42,028 New
MOS
15
MGO One Seven
Ohio
$1.2M 42,028 +42,028 New
TF
16
Trek Financial
Arizona
$1.07M 37,665 +37,665 New
AWA
17
Arete Wealth Advisors
Illinois
$968K 33,961 +2,097 +7%
OWA
18
Octavia Wealth Advisors
Ohio
$728K 25,530
AWM
19
Atticus Wealth Management
Florida
$669K 23,461
WFAG
20
Worth Financial Advisory Group
North Carolina
$617K 21,660
AWM
21
AE Wealth Management
Kansas
$611K 21,442 +11,182 +109%
MML Investors Services
22
MML Investors Services
Massachusetts
$590K 20,692 -399 -2%
CWS
23
Cypress Wealth Services
California
$523K 18,335
AIA
24
Alera Investment Advisors
Illinois
$493K 17,294
CA
25
Cetera Advisors
Colorado
$456K 16,007 -281 -2%